HDEF vs CGDV

AHDEF

BCGDV

Measures won4–1HDEF wins · of 6 · 5Y

$10,000 · 5Y$18,903HDEF

Lowest cost0.09%HDEF · $9 on $10k

Most income3.62%HDEF · $362 on $10k

Smallest drop−8.1%HDEF · worst fall in 1Y

Held in common2.5%HDEF and CGDV

HDEF

CGDV

Xtrackers MSCI EAFE High Dividend Yield Equity ETF · $2.3BCapital Group Dividend Value ETF · $38.8B

+21.6%3 years · per year$17,998 · $20,044+26.1%

+13.6%5 years · per year$18,903 · […][…]

0.09%Expense ratio$9 · $33 on $10k · lower wins0.33%

3.62%12-mo yield$362 · $122 on $10k1.22%

−8.1%Worst dropSmaller wins−9.7%

12.2%VolatilityLower wins12.6%

4–1HDEF wins

$10,000 · 5 yearsOne scale

Shared top holdingsHDEF · CGDV

2.8%BATS.L2.5%

Held in common2.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk		0.09%	3.62%	+2.4%	+16.7%	+23.8%	+21.6%	+13.6%	−8.1%	$2.3B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AHDEF	Xtrackers MSCI EAFE High Dividend Yield Equity ETFRead Desk		0.09%	3.62%	+2.4%	+16.7%	+23.8%	+21.6%	+13.6%	−8.1%	$2.3B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HDEF vs CGDV

HDEF

Xtrackers MSCI EAFE High Dividend Yield Equity

$18,903

CGDV

Capital Group Dividend Value

[…]

MeasureHDEFCGDV

Fee0.09%0.33%

Cost on $10k a year$9$33

Yield3.62%1.22%

5 years, per year+13.6%[…]

3 years, per year+21.6%+26.1%

Worst drop · 1Y−8.1%−9.7%

Volatility · 1Y12.2%12.6%

4–1measures won
HDEF first

2.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: HDEF, CGDV

Today

2.5%most shared, HDEF and CGDV

HDEFCGDV

HDEF—2.5%

CGDV2.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$353most kept, HDEF

HDEF$362 − $9 = $353

CGDV$122 − $33 = $89

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee